Interesting TACs of the Week (July 8 – July 14, 2017)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Category: Current Affairs
India-Israel Become Strategic Partners – PM Modi’s Visit to Israel
India & Israel upgraded their relationship this week to a strategic partnership, a partnership that rests on common values, shared sadness & the ...
Enjoy this Fourth of July & Get Ready …
Celebrating the Fourth of July is a patriotic tradition. It is a day of remembrance of past sacrifices that have given us today’s freedom, prosperi...
Trump-Modi Meeting – Better Than Expected AND Strategic
Last week we discussed one “reality” of the US-India “partnership”, the economic reality that is not ideal at this time. To their...
PM Modi Visit & Chinese-Indian Angle at CNBC
CNBC keeps saying that they have more Indian-Americans than any other network and that the Managing Editor of CNBC is an Indian-American. Their PR keeps ...
Interesting TACS of the Week (June 24 – June 30, 2017)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
PM Modi’s Visit to DC & Reality of US-India “Partnership”
Prime Minister Modi (pronounced Mo-thee) is going to visit Washington DC on Monday to meet President Trump. It is an important visit for India but not ne...
Why Does India Tend to Collapse – Saga Continues
The more things change, the more they stay the same – this old dictum applies to today’s Indian cricket team. Remember the glorious partnersh...
Interesting TACs of the Week (June 17 – June 23, 2017)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
A Father’s Day Movie & A Geopolitical Beginning!
The past 15 years have been all China with India being a sorry laggard. Perhaps that’s why the recent success of India has not really registered i...